Possible scenario
Allied AI Alignment
20% Chance
Seoul positions the homegrown model as part of a trusted allied AI stack rather than a fully isolated national champion. Cooperation with US and Japanese technology ecosystems supports access to accelerators, cloud tooling and safety standards, though it also increases sensitivity to export-control politics.
Secondary impacts
- Technology +0.2%
Tickers
- NVDA+0.4%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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